Fixed indexed annuities can be very useful investments. As the name implies, FIAs are fixed annuities with a rate of return linked to the performance of a stock market index (often the S&P 500). Because of this stock market exposure, they can sometimes bring conservative investors very nice returns – often, considerably better returns than the ones provided by CDs, bonds, or money market accounts. They really aren’t designed to outperform the stock markets; they are designed to outperform the fixed markets.
Is a Fixed Indexed Annuity right for you? Watch the video below to find out more.
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Insurance Options
A number of insurance options that can be used to protect more than just your physical assets. They can also be used to help protect your future. Whether they are right for you depends on your unique retirement goals. Many individuals who want to protect their retirement assets while still achieving growth can deploy a variety of insurance products as part of a retirement strategy.
Income Planning
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face, as they very likely may spend 30 years or more living in retirement without earned income.
A customized retirement income plan, encompassing all sources of income, will be entirely unique to your circumstances.
Asset Maximization
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
Retirees must protect their retirement assets while continuing to move forward.
Legacy Planning
Many people want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
Retirees who prepare for the loss of a spouse will better weather the income burdens this can often create.
Sequence of Returns
Understand why the ups and downs of the stock market can have such devastating affects on your retirement IF you’re drawing income.
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If you have the majority of your nest egg in the market, the timing of your Retirement Date could have a devastating impact on the quality of life you experience in your “golden years.” This report illustrates the Sequence of Returns concept, which describes how the order of losses or gains are sustained in an investment portfolio.
